QFPS
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Quantum Financial Planning Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Quantum Financial Planning Services’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238K Buy
+980
New +$228K 0.07% 52

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Quantum Financial Planning Services's VBR Position: Q2 2026 in Review

Quantum Financial Planning Services opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 980 shares worth $238K. The stake represents 0.07% of the portfolio and ranks #52 among its holdings.

432 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Quantum Financial Planning Services held 980 shares of Vanguard Small-Cap Value ETF worth $238K as of Q2 2026.
  • Vanguard Small-Cap Value ETF was a new Quantum Financial Planning Services position in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.07% of Quantum Financial Planning Services's portfolio in Q2 2026, its #52 holding.
  • 432 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.